Institutional Ownership Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ)
This table provides information about the institutional ownership of Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ). We have compiled data on the 160 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $688 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
86,820
shares
|
$5.7 Million
0.02% of portfolio
|
Q1 2025
Added 22.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
83,945
shares
|
$5.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
81,480
shares
|
$5.35 Million
2.53% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
80,116
shares
|
$5.26 Million
0.01% of portfolio
|
Q4 2024
Added 86.37%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
78,934
shares
|
$5.18 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
77,492
shares
|
$5.08 Million
1.45% of portfolio
|
Q1 2025
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
76,629
shares
|
$5.03 Million
0.45% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
74,798
shares
|
$4.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 50.06%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
74,499
shares
|
$4.89 Million
0.0% of portfolio
|
Q1 2025
Added 1580.93%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
65,305
shares
|
$4.28 Million
1.93% of portfolio
|
Q1 2025
Added 31.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
64,901
shares
|
$4.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 63.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
63,434
shares
|
$4.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
62,189
shares
|
$4.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 57.35%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
May 06, 2025 Q1 2025 |
61,624
shares
|
$4.04 Million
3.5% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
May 15, 2025 Q1 2025 |
56,900
shares
|
$3.73 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
55,632
shares
|
$3.65 Million
1.67% of portfolio
|
Q1 2025
Reduced 23.75%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
47,500
shares
|
$3.12 Million
1.83% of portfolio
|
Q1 2025
Reduced 47.92%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
42,858
shares
|
$2.81 Million
0.03% of portfolio
|
Q1 2025
Added 15.92%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
40,952
shares
|
$2.69 Million
0.04% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
38,976
shares
|
$2.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
37,339
shares
|
$2.45 Million
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
36,772
shares
|
$2.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 70.42%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
36,153
shares
|
$2.37 Million
0.16% of portfolio
|
Q2 2025
Reduced 38.64%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
35,152
shares
|
$2.31 Million
2.23% of portfolio
|
Q1 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
33,962
shares
|
$2.23 Million
0.07% of portfolio
|
Q1 2025
Added 41.73%
|